Cypress Capital Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cypress Capital Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Hold	2,650	–	–	0.03%	208
2025 Q4	$327K	Hold	2,650	–	–	0.04%	197
2025 Q3	$320K	Hold	2,650	–	–	0.04%	193
2025 Q2	$292K	Hold	2,650	–	–	0.04%	194
2025 Q1	$246K	Hold	2,650	–	–	0.03%	186
2024 Q4	$269K	Sell	2,650 -279	-10%	-$27.8K	0.03%	237
2024 Q3	$280K	Hold	2,929	–	–	0.03%	265
2024 Q2	$271K	Hold	2,929	–	–	0.03%	261
2024 Q1	$247K	Hold	2,929	–	–	0.03%	268
2023 Q4	$220K	Hold	2,929	–	–	0.03%	284
2023 Q3	$200K	Hold	2,929	–	–	0.03%	290
2023 Q2	$206K	Buy	+2,929	New	+$194K	0.03%	290

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cypress Capital Group's IVW Position: Q1 2026 in Review

Cypress Capital Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,650 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #208.

Cypress Capital Group first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $327K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Cypress Capital Group held 2,650 shares of iShares S&P 500 Growth ETF worth $300K as of Q1 2026.
Cypress Capital Group left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.03% of Cypress Capital Group's portfolio in Q1 2026, its #208 holding.
Cypress Capital Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cypress Capital Group's iShares S&P 500 Growth ETF position peaked at $327K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.